How big is Clyde Paul Agency, Inc.'s plan?

Clyde Paul Agency, Inc.'s plan reported $2.2M in assets and 12 participants for 2025.

Original filing (PDF)20260412112608NAL0027820402001

Clyde Paul Agency, Inc.

Name: Clyde Paul Agency, Inc. — Clyde Paul Agency, Inc., Form 5500 (2025)
Creator: Clyde Paul Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clyde Paul Agency, Inc. 401(k) Plan

401(k) retirement plan · Clyde Paul Agency, Inc.'s Clyde Paul Agency, Inc. 401(k) Plan held $2.2M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

MS. LISA HAMM signed Clyde Paul Agency, Inc.'s 2025 Form 5500 as plan administrator.

MS. LISA HAMM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clyde Paul Agency, Inc.'s EIN is 27-4459947.

EIN 27-4459947

Plan number 002

Plan year 2025

ACK ID 20260412112608NAL0027820402001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clyde Paul Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clyde Paul Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score